with more on what's going on, steve? >> reporter: yeah, very good to see you guys aguy. in five hours' time that's when we're told we'll get this announcement which is the second part of a two-act drama. yesterday we had the first act which was the budget which pretty much ticked all the boxes from a european commission point of view, ie, spain was playing ball with all of the desires to work toward a fiscal compact and to work towards better regulation and better deficit control of the region. and today it's all about the banks, the big audit is expected to show a shortfall of bank funding of somewhere in the region of 62 billion euros. a lot of question marks about whether it's a 62 billion euros or actually under underestimates significantly how much money they need to raise, it's not about the big guys which are deemed to raise money whenever they want, it's about the second tier and third tier banks and we think the likes of bank inter will be at the crux of this. but questions remain whether they'll have to unload assets into a bad bank at a lower level than they'v